SWA
Sax Wealth Advisors’s Linde LIN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $635K | Buy |
1,354
+62
| +5% | +$29.1K | 0.04% | 225 |
|
|
2025
Q1 | $601K | Buy |
1,292
+230
| +22% | +$107K | 0.04% | 194 |
|
|
2024
Q4 | $445K | Sell |
1,062
-36
| -3% | -$15.1K | 0.03% | 205 |
|
|
2024
Q3 | $524K | Sell |
1,098
-11
| -1% | -$5.25K | 0.05% | 149 |
|
|
2024
Q2 | $487K | Buy |
+1,109
| New | +$487K | 0.05% | 148 |
|